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Walsh Accounting have recently installed a client portal to enhance our service to you.
Where you can send and receive files of all type and size securely and easily via our website.
Benefits to you
- Unprecedented access to such data as financial statements and income tax returns
- Access 24/7 to your relevant documents
- Better security than email
- Easy transfer of files to Walsh Accounting – no need to deliver your accounting data
file or scanned documents to our office, simply upload from your location
How to get started
- You will soon receive an email inviting you to access the portal and set your passwords
- after which you can log on and start sharing
- Have a list of any documents you would like to access
- Contact us for any assistance
When we upload a file to you
- You will receive a notification via email with a link to the client portal
- Click the link, review and sign the document as directed
- Access your documents and download as needed - simply log into the client portal with your username and password
You can also upload a file to us
- Use the same logon and password
- Drag and drop files from your computer into the 'My Uploaded Files' area
- The system will import the file into our document management system and alert the
relevant team members in our office
If you have any queries in relation to this please do not hesitate to contact us.